Use History to open earlier calculations and reports or amend a signed study.
Three kinds of record#
| Record | Created when you… | Called on screen | Can it change? |
|---|---|---|---|
| Data version | Choose Save changes (calculating also saves first) | "data version 3" | No. A later save creates the next version |
| Saved calculation | Choose Calculate results | "Calculated Sep 24, 2026, 20:48" | No |
| Signed report | Choose Sign off (optional) | "Report 2", signed off by NAME on DATE | No. It is locked |
- A data version is a complete copy of the study: rows with their original and current values, exclusions with their reasons, settings and acceptance limits, with who saved it.
- A saved calculation belongs to one data version. It holds the estimates, limit outcomes, study notes, method statements and the report as produced then.
- A signed report belongs to one saved calculation. It holds the locked report, sign-off date and time, any reviewer name, and the PDF. Each calculation can be signed off once, and a study's reports are numbered 1, 2, 3.
Calculating the same data version again returns the saved calculation, unless the calculation method has changed (below).
Seeing the history#
- History on the Report stage lists the study's signed reports and calculations, newest first: for example Report 1 with Signed off by J. Rivera on Sep 29, 2026, 15:09, and Calculated Sep 30, 2026, 10:12. The latest calculation, or its report once signed, is marked (latest). Choose Open to view one.
- Calculation on the Results stage lists every saved calculation by date. See Reading results.
- Imported files, at the foot of the Set up stage, has each imported file as received. See Exports.
- A report's B Data listing shows original and corrected values and exclusion reasons. C Audit trail (with Include technical details) gives the data version, criteria version and Method IDs.
A banner marks a record opened from History, and its PDF button gives that record's own file. Records in History can't be signed off. Choose Back to the current report to return.
The study always opens on its latest data version. Earlier versions are read-only.
When something is out of date#
| Marker | Where | Meaning |
|---|---|---|
| Yellow banner asking you to recalculate | Top of the study | The current data or your unsaved edits have not been calculated |
| Recalculate results | The study header's main button | As above |
| Results out of date | Result column and Status filter on the project's Overview tab, and out of date on the study's Results tab | As above |
| Limits-changed notice | Results stage | Outcomes shown use the older limits |
| Out-of-date notice naming the change | Project report page | A study has a newer signed report, newer data or a newer calculation, a study was added, or the project details changed |
| The report appears after you recalculate. | Report stage | Recalculate to see or download the report |
| The data changed after this report was signed. Recalculate to update the report. | Report stage | The signed report on screen is older than the data |
Out-of-date statistics stay visible so you can compare them with the recalculated ones.
Amending a signed report#
A signed report can't be edited, and a calculation can be signed off only once. To amend a study:
- In the Data stage, correct the rows concerned or exclude them with a reason, or fix the setting on Set up.
- Choose Save changes. This creates a new data version.
- Choose Recalculate results.
- On Report, review the new report and choose Sign off.
The new report gets the next number, and the stage opens on it. Earlier reports stay under History. Changing only the reviewer name works the same way: it needs a new data version, a new calculation and a new report.
Signed reports stay locked#
Signed reports keep their original HTML, PDF and settings. New work is recorded in later versions.
Viewing an earlier calculation in the current report format#
A calculation opened from History looks as it did when it was calculated, so its design and wording may differ from today's. Choose Show in the current report format in the History banner to show the same saved values in today's design. Show as first produced returns to the original. Only layout and wording differ; the values are the same.
When a calculation method changes#
Each saved calculation carries the Method ID of the method that produced it, shown in the report's C Audit trail (with Include technical details). When a calculation method changes, its Method ID changes:
- Existing calculations and reports keep their old Method ID and values.
- Recalculating a data version creates a new calculation beside the old one. Both appear under Calculation and History.
- You choose when to recalculate.
Current Method IDs are in Methods and sources.
Corrected calculations#
If an error is found in a calculation method, a corrected version of a saved calculation can be recorded. The original is kept. The corrected version is shown and exported, and a report signed off from it names the correction and its reason.